Position in CLX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,290
-$93 QoQ
Shares Held
24
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#990
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $223,917 across 11 Household & Personal Products names. CLX ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,216 | $178,314 | |
| 2 | CL |
Colgate Palmolive Co
|
161 | $14,760 | |
| 3 | UL |
Unilever PLC
|
115 | $6,913 | |
| 4 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 5 | KMB |
Kimberly Clark Corp
|
53 | $5,817 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
56 | $5,425 | |
| 7 | KVUE |
Kenvue Inc.
|
216 | $4,127 | |
| 8 | CLX |
Clorox Co /De/
This page
|
24 | $2,290 |
All Filings in CLX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290 | 24 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,383 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,218 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,712 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,641 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $3,239 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $3,573 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,584 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $3,002 | 22 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $3,368 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,136 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,883 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,498 | 22 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $3,481 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,087 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,824 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,101 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $3,058 | 22 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $4,707 | 27 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,968 | 30 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,937 | 33 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $5,979 | 31 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $5,048 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,254 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $5,484 | 25 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $4,331 | 25 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||